Avion Wealth’s Willis Towers Watson WTW Stock Holding History

Avion Wealth’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3K	Sell	12 -8	-40%	-$2.46K	﹤0.01%	824
2025 Q4	$6K	Sell	20 -7	-26%	-$2.29K	﹤0.01%	640
2025 Q3	$9K	Buy	27 +6	+29%	+$1.94K	﹤0.01%	524
2025 Q2	$6K	Buy	21 +6	+40%	+$1.86K	﹤0.01%	605
2025 Q1	$4K	Hold	15	–	–	﹤0.01%	615
2024 Q4	$4K	Buy	15 +5	+50%	+$1.53K	﹤0.01%	613
2024 Q3	$2K	Buy	10 +2	+25%	+$560	﹤0.01%	736
2024 Q2	$2K	Buy	8 +2	+33%	+$516	﹤0.01%	661
2024 Q1	$2K	Buy	6 +2	+50%	+$526	﹤0.01%	803
2023 Q4	$1K	Buy	4 +2	+100%	+$462	﹤0.01%	1029
2023 Q3	$0	Sell	2 -7	-78%	-$1.49K	﹤0.01%	1237
2023 Q2	$2K	Buy	9 +4	+80%	+$922	﹤0.01%	511
2023 Q1	$1K	Buy	+5	New	+$1.21K	﹤0.01%	499

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's WTW Position: Q1 2026 in Review

Avion Wealth reduced its Willis Towers Watson (WTW) stake by 40% in Q1 2026, selling an estimated $2.46K and leaving 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Avion Wealth first reported a position in WTW in Q1 2023 and has held it in 13 quarters since. The position peaked at $9K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Avion Wealth held 12 shares of Willis Towers Watson worth $3K as of Q1 2026.
Avion Wealth sold 8 Willis Towers Watson shares in Q1 2026, an estimated $2.46K.
Willis Towers Watson made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #824 holding.
Avion Wealth first reported a position in Willis Towers Watson in Q1 2023 and has held it in 13 quarters since.
Avion Wealth's Willis Towers Watson position peaked at $9K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.